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Lee Financial’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Lee Financial’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Buy
+15,239
New +$572K 0.07% 107
2024
Q1 		– Sell
-433
Closed -$11.1K – 324
2023
Q4 		$11.1K Hold
433
– – ﹤0.01% 409
2023
Q3 		$10.1K Hold
433
– – ﹤0.01% 409
2023
Q2 		$10.5K Buy
433
+18
+4% +$438 ﹤0.01% 400
2023
Q1 		$9.99K Buy
+415
New +$9.86K ﹤0.01% 417

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Lee Financial's DFIC Position: Q2 2026 in Review

Lee Financial opened a new position in Dimensional International Core Equity 2 ETF (DFIC) in Q2 2026: 15,239 shares worth $568K. The stake represents 0.07% of the portfolio and ranks #107 among its holdings. This is a return to the name: Lee Financial previously reported a position in DFIC as recently as Q4 2023.

Lee Financial first reported a position in DFIC in Q1 2023 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Lee Financial held 15,239 shares of Dimensional International Core Equity 2 ETF worth $568K as of Q2 2026.
  • Dimensional International Core Equity 2 ETF was a new Lee Financial position in Q2 2026.
  • Dimensional International Core Equity 2 ETF made up 0.07% of Lee Financial's portfolio in Q2 2026, its #107 holding.
  • Lee Financial first reported a position in Dimensional International Core Equity 2 ETF in Q1 2023 and has held it in 5 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.